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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,130 | $53,063-5.5% | $124,206-59.6% | $82,637-39.3% |
| Participation rate | 90.6% | 58.4%+32.2pp | 69.6%+21.0pp | 68.1%+22.6pp |
| Annual return | 16.73% | 68.87%-52.1pp | 515.27%-498.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $4,406 | $1,530+187.9% | $3,540+24.5% | $2,552+72.7% |
| Participant deferral / active EE | $9,881 | $2,644+273.7% | $3,968+149.1% | $4,126+139.5% |
| Admin fee / account holder | $804 | $4,281-81.2% | $5,929-86.4% | $7,339-89.0% |